WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
54 hedge funds and large institutions have $301M invested in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund in 2022 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 6 closing their positions.
167% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 6
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
26% more capital invested
Capital invested by funds: $239M → $301M (+$62.5M)
20% more funds holding
Funds holding: 45 → 54 (+9)
20% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 15
5.13% more ownership
Funds ownership: 151.08% → 156.21% (+5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$14.8M |
| 2 |
BFG
Barber Financial Group
Lenexa,
Kansas
|
+$14.3M |
| 3 |
Jane Street
New York
|
+$11M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$6.9M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Mengis Capital Management
Portland,
Oregon
|
-$1.32M |
| 2 |
TC
Trilogy Capital
Irvine,
California
|
-$1.27M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$967K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$822K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$682K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HNB
51
Huntington National Bank
Columbus,
Ohio
| $9K | – | – | – |
|
|
FGAM
52
Financial Gravity Asset Management
Lakeway,
Texas
| $2.47K | -$8.8K | -382 | -34% |
|
|
PTC
53
Private Trust Company
Cleveland,
Ohio
| $2K | +$1.57K | +68 | New |
|
|
MCM
54
Mengis Capital Management
Portland,
Oregon
| – | -$1.32M | -56,938 | Closed |
|
|
AAS
55
Avantax Advisory Services
Dallas,
Texas
| – | -$967K | -41,554 | Closed |
|
|
AAS
56
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$228K | -9,816 | Closed |
|
|
FAG
57
Fortitude Advisory Group
Gig Harbor,
Washington
| – | -$162K | -6,958 | Closed |
|
58
Wells Fargo
San Francisco,
California
| – | -$24K | -1,040 | -100% |
|
59
Koshinski Asset Management
Decatur,
Illinois
| – | -$13.3K | -574 | Closed |
|
60
Morgan Stanley
New York
| – | -$10K | -422 | Closed |
|
61
Fidelity Investments
Boston,
Massachusetts
| – | +$46 | +2 | New |
|
AGZD Hedge Fund Activity: Q2 2022 in Review
54 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) for Q2 2022, worth a combined $301M — up 26% from $239M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new AGZD positions and 6 closed out — a net gain of 10 holders — while 18 added to existing stakes and 15 trimmed.
The largest buyer was Bank of America, adding an estimated $14.8M. The largest seller was Mengis Capital Management, exiting entirely with an estimated $1.32M sold.
- 54 institutional investors held WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund (AGZD) as of Q2 2022, up from 45 in Q1 2022.
- Funds reported $301M of WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund stock for Q2 2022, up 26% quarter-over-quarter.
- 16 funds opened new WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund positions in Q2 2022 and 6 closed out, a net change of +10 holders.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund buyer in Q2 2022 was Bank of America, an estimated $14.8M added.
- The largest WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund seller in Q2 2022 was Mengis Capital Management, an estimated $1.32M sold.
Based on aggregated 13F filings for Q2 2022.